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INVICTA FINANCIAL GROUP
2615 East 24th Street
Suite 2
Yuma, Arizona 85365
Tel: 928-344-8000
About INVICTA FINANCIAL GROUP
INVICTA FINANCIAL GROUP, formally registered with the SEC as INVICTA FINANCIAL GROUP. The firm was established in 04/27/2020. They have over 7 offices throughout the country.
INVICTA FINANCIAL GROUP is a Yuma, Arizona based Financial Planning firm with nearly $250,954,763 assets under management, offering retirement planning & investment advisory services to 1608 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288008 |
| SEC# | 801-118542 |
| Assets Managed by Firm | $250,954,763 |
| No. of Clients | 1608 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME)
Advisory Services Provided
- Financial planning services
- Selection for other advisors
- Other (FINANCIAL ADVISORY SERVICES VIA SELECTION OF OTHER ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1608 | $250,954,763 |
| Individuals (other than high net worth individuals) | 320 | $69,943,497 |
| High net worth individuals | 175 | $181,011,266 |
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